THE PATRIOT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE PATRIOT FOUNDATION (EIN 43-6763559)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-06
- IRS object ID
- 202402199349100520
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-06T15:39:29-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042694095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITMANGERSON ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BOYLSTON STREET | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436763559 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PATRIOT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 6177385200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BOYLSTON STREET 510 | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024672111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER BOARI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177385200 | PhoneNum |
| Signature | 2024-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD LOBERFELD | PreparerPersonNm |
| PTIN | P00141384 | PTIN |
| Phone | 6177385200 | PhoneNum |
| Preparation | 2024-07-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,099,868 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $267,899 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $87,883 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,883 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,815,935 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,541,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,815,935 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,785 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,176,502 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,903,818 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,398 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,398 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,398 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $947,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $947,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $965,398 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,398 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $947,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,211,104 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,885,420 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2,640,683 | CashEOYAmt |
| Cash EOYFMV | $2,640,683 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,894,353 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,461,777 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,459,185 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $2,894,353 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,102,460 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,099,868 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $16,437 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $13,440 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $16,437 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,440 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,877,916 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,089,020 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,877,916 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,089,020 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,894,353 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,102,460 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,877,916 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,211,104 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,089,020 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,089,020 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| UST NOTE 1.375% 063023 | 2022-06-27 | 2023-05-08 | $74,593 | $74,839 | -$246 | -$246 |
| UST NOTE 1.75% 013123 | 2022-06-27 | 2023-01-13 | $251,715 | $251,923 | -$208 | -$208 |
| UST NOTE 2.75% 053123 | 2022-06-27 | 2023-05-08 | $250,716 | $250,980 | -$264 | -$264 |
| 300 ACCENTURE PLC | 2011-04-25 | 2023-12-20 | $102,154 | $16,938 | $85,216 | $85,216 |
| 5000 ALPHABET INC CLASS C | 2011-04-25 | 2023-12-20 | $713,980 | $92,978 | $621,002 | $621,002 |
| 2000 APPLE | 2011-04-25 | 2023-12-20 | $394,898 | $25,210 | $369,688 | $369,688 |
| 200 COSTCO WHOLESALE | 2011-04-25 | 2023-12-20 | $133,414 | $15,710 | $117,704 | $117,704 |
| 738 ILLINOIS TOOL WORKS | 2011-04-25 | 2023-12-20 | $191,418 | $40,267 | $151,151 | $151,151 |
| 400 UNION PACIFIC CORP | 2013-11-27 | 2023-12-20 | $96,351 | $32,586 | $63,765 | $63,765 |
| 150 UNITED HEALTH | 2016-02-25 | 2023-12-20 | $78,158 | $17,990 | $60,168 | $60,168 |
| UST NOTE .5% 113023 | 2022-06-27 | 2023-11-16 | $801,588 | $802,284 | -$696 | -$696 |
| UST NOTE 1.375 063023 | 2022-06-27 | 2023-06-30 | $78,000 | $78,000 | $0 | $0 |
| 1000 MICROSOFT | 2011-04-25 | 2023-12-20 | $374,874 | $26,219 | $348,655 | $348,655 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,815,935 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,207 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,207 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,207 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $27,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $782 | OverpaymentAmt |
| Applied To ES Tax | $782 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PETER D BOARI CPA CO LGA LLP | IndividualWithBooksNm |
| Phone | 6177385200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BOYLSTON STREET SUITE 510 | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024672111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER D BOARI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BOYLSTON STREET SUITE 510 | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,280,052 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $266,790 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,546,842 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,546,842 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,203 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,508,639 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,432 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,432 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,207 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,207 | TotalTaxAmt |
| Distributable Before Adj | $99,225 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,225 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,225 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $947,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $947,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,225 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,520,327 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,746,515 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,853,242 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,750,977 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,504,250 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,375,311 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $947,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $99,225 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $847,775 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,223,086 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,520,327 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,702,759 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,746,515 | ExcessFromYear4Amt |
| Excess From Year3 | $1,853,242 | ExcessFromYear3Amt |
| Excess From Year2 | $1,750,977 | ExcessFromYear2Amt |
| Excess From Year1 | $1,504,250 | ExcessFromYear1Amt |
| Excess From Current Year | $847,775 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350ORG | |||||||
| 20 JAY STREET STE 732 | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $10,000 |
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $25,000 |
| CATHOLIC LEGAL ASSISTANCE MINISTRY | |||||||
| 100 N TUCKER BLVD | ST LOUIS | MO | 63101 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $5,000 |
| EARTH JUSTICE | |||||||
| 50 CALIFORNIA STRRET STE 500 | SAN FRANCISCO | CA | 94111 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $5,000 |
| FINCA | |||||||
| 1201 15TH ST NW 8TH FLOOR | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $6,000 |
| FOOD & WATER WATCH | |||||||
| 1616 P ST NW STE 300 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $5,000 |
| GATEWAY HUMAN TRAFFICKING | |||||||
| 16105 SWINGLEY RIDGE ROAD | CHESTERFIELD | MO | 63017 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $5,000 |
| HAND IN HAND USA | |||||||
| 710 ST JOSEPH S DR | OAK BROOK | IL | 60523 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $25,000 |
| JEWISH FAMILY SERVICES OF ST LOUIS | |||||||
| 10950 SCHUETZ RD | ST LOUIS | MO | 63146 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $70,000 |
| MISCELLANEOUS 501(C)3 UNDER 5K | |||||||
| 1330 BOYLSTON ST 510 | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $42,000 |
| NEW ISRAEL FUND | |||||||
| 437 NEWTONVILLE AVE 4 | NEWTONVILLE | MA | 02460 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $143,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICAN INC | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $10,000 |
| RECONSTRUCTING JUDAISM | |||||||
| 1299 CHURCH ROAD | WYNCOTE | PA | 19095 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $500,000 |
| SAUL MIROWITZ JEWISH COMMUNITY SCHOOL | |||||||
| 348 SOUTH MASON ROAD | ST LOUIS | MO | 63141 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $7,200 |
| ST LOUIS SYMPHONY ORCHESTRA | |||||||
| 718 NORTH GRAND BOULEVARD | ST LOUIS | MO | 63103 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $10,000 |
| THE ABRAHAM FUND INITIATIVES | |||||||
| 9 E 45TH STREET | NEW YORK CITY | NY | 10017 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $10,000 |
| THE ST LOUIS AREA FOOD BANK | |||||||
| 70 CORPORATE WOODS DRIVE | BRIDGETON | MO | 63044 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $10,000 |
| TRUAH | |||||||
| 266 W 37TH STREET SUITE 803 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $15,000 |
| UNICEF | |||||||
| 3 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $10,000 |
| WEPOWER ST LOUIS | |||||||
| 20 S SARAH STREET | ST LOUIS | MO | 63108 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $5,000 |
| ARAVA INSTITUTE | |||||||
| 1320 CENTRE ST STE 206 | NEWTON CENTRE | MA | 02459 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $5,400 |
| MATOVU | |||||||
| 4200 BLAINE AVE | ST LOUIS | MO | 63110 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $5,400 |
| HILLEL B'NAI TORAH | |||||||
| 120 COREY ST | WEST ROXBURY | MA | 02132 | NONE | PUBLIC CHARITY | TO FURTHER THE CHARITABLE ORGANIZATION | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $947,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $87,883 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $1,815,935 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FED TX REFUND | Desc |
| Exclusion | $4,785 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,785 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,903,818 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,908,603 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE FOUNDATION HOLDS AND MANAGES CONTRIBUTIONS. THE CONTRIBUTIONS ARE INVESTED IN MONEY MARKETS AND SECURITIES. DIVIDENDS AND INTEREST ARE EARNED ON THESE SECURITIES. |
| 8 | FROM TIME TO TIME THE FOUNDATION MAKES DISTRIBUTIONS TO PUBLIC CHARITIES. THE FOUNDATION SELLS THE ASSETS, CREATING A CAPITAL GAIN OR LOSS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SF TRST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18152 EDISON AVE 200 | AddressLine1Txt |
| City | CHESTERFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $267,899 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 300ACN,5000GOOG,2000APPL,200COST,738ITW,1000MSFT,400UNP,150UNH | NoncashPropertyDesc |
| Fair Market Value | $2,085,247 | FairMarketValueAmt |
| Received | 2023-12-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES - ACCOUNTING | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $9,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FED TX REFUND | Desc |
| Revenue And Expenses Per Books | $4,785 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $4,785 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOND PREMIUM | Desc |
| BOY Book Value | $16,437 | BOYBookValueAmt |
| EOY Book Value | $13,440 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $5,852 | $5,852 | $0 |
| COMMERCE TRUST COMPANY -BANK FEES | $3,546 | $3,546 | $0 |